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Form 5500 · Employee benefit plan · JOHNSON CITY, TN

SUMMERS TAYLOR, INC.

SUMMERS TAYLOR, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is RUSSELL W. INGRAM. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0458729 · plan 502 · as of Jul 2026

Participants
418
Carriers on file
3
Disclosed commissions
$96,658
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANYLife, Disability655December$87,635
LIFE INSURANCE COMPANY OF NORTH AMERICA413March$9,023
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATESDental, Vision802December$0

Questions

Who is SUMMERS TAYLOR, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, SUMMERS TAYLOR, INC.'s broker of record is RUSSELL W. INGRAM.

What insurance carrier does SUMMERS TAYLOR, INC. use?

SUMMERS TAYLOR, INC.'s benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does SUMMERS TAYLOR, INC.'s group plan renew?

The most recent Schedule A policy period for SUMMERS TAYLOR, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SUMMERS TAYLOR, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.